Key Points If you’re an Nvidia (NASDAQ: NVDA) investor, listening to what the artificial intelligence (AI) hyperscalers say is a must-do. These companies are huge clients, purchasing billions of dollars’ worth of computing equipment from it. Microsoft (NASDAQ: MSFT) just made a big announcement regarding its plans, and it bodes well for the chipmaker. This … Read more

Big Tech’s Tab Is Running Up – But Who Is Profiting?

The whipping post

Listen to the audio version of this article (generated by AI). For the past few years, Big Tech has been ordering everything on the AI menu: more chips, more data centers, more power, more servers and more advanced models. These firms are pouring hundreds of billions of dollars into the infrastructure needed to power artificial … Read more